Level 5

Question

Homebase database maintenance in 2020 proseries pro

19 replies
94 views

I just noticed that the 2020 program does not give you options on what to fix when running homebase database maintenance like in prior versions of Proseries. It appears that the 2020 program just automatically makes changes without telling you what its doing. Is there a way to run database maintenance like in the prior program?

I some times have multiple copies of client data files with different planning situations and don't want the maintenance program to automatically delete my files.

ProSeries Professional

This topic has been closed for replies.

Just-Lisa-Now-

Intuit Community Champion

Make sure all your client files are in the default folder where they belong, nothing should automatically delete any files.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

Accountant-Man

Level 13

There was a note from Orlando or someone else that this HB issue was changed for 2020 and should be rectified in a future update.

** I am "Elevating with Intention!"

J

josephfolsomcpaAuthor

Level 5

I hope they fix it back to how the previous program worked. The database maintenance program homebase will not show two client files with the same SS# that are located in the same data folder on the harddrive. I'm not liking this at all.

O

Orlando11

Level 8

Hi, I just talked to the engineers.. For Tax Year 20:

* Home Base Maintenance will no longer delete / unmark returns with duplicate SSNs, and thus by design won't show returns with duplicate SSNs (but you can see them in EF Center)

* Home Base Maintenance recognizes what needs to be fixed, and do so

To help with priority and possible changes to make it better, could you elaborate on the usefulness/desire to

* Decide explicitly what to fix

* See what was fixed

I can guess as to why, but getting direct from you is way better. Also, are there any other changes in Home Base Maintenance you'd like to see?

J

josephfolsomcpaAuthor

Level 5

The database maintenance program needs to function like it did for the 2019 and prior programs. For those past programs, you would run database maintenance and a window would pop up that showed the issues the routine found and gave the user the option of what to fix. Nothing was automatic. I want to know what is being done. This "automatic" feature is a downgrade and not an upgrade to the program. I need the ability to have multiple files in homebase with the same SS and names for planning purposes just like proseries has done forever (I've used proseries since the year 1999). The solution is to put the database maintenance routine back to the way it was in the 2019 and prior versions of proseries.

O

Orlando11

Level 8

Thank you for the detail. I will push for an experience that supports either automatic or manual fixing.

In the meantime, Tax Year 20 does support multiple files in homebase with the same SS.

You can easily do this via the "Duplicate" right click Menu option in HomeBase.
If you are manually copying files to a different directory first, you have to include the .cache file. Then HomeBase Maintenance can be used to import whatever is in the directory.. but not yet with the fine grained control you'd prefer.

E

Ephesians3-14

Level 7

Right - that changed this year.

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